Vision Project Connect provides the benefits of organization-wide resource management and choice for project manager's. You'll get:

• Fast and easy bi-directional integration between Deltek Vision and Microsoft Project.
• Ready to use workflows, integration processes and data mappings based on best practice and real-world scenarios.
• A seamless environment that allows the strengths of each tool to be leveraged.
• Ability to share Vision information with either Microsoft Project desktop or Microsoft Project Server.

With Vision Project Connect, it doesn't matter which tool your firm uses to manage a specific project. Whether you manage one or all of your plans in Microsoft Project, superior firm-wide resource management can be conducted with Vision Project Connect.

Vision Project Connect allows you to:

• Track job-to-date progress from Vision data in Microsoft Project
• Manage employee data in one place
• Provide project managers choice and flexibility
• Match the complexity level of the project with the complexity level of the project management tool 

Deltek Vision Proposal Automation

Empower your marketing and sales team to efficiently produce winning proposals that stand out from the competition - including custom proposals, RFP responses and government proposals. Ensure your proposals contain the most recent and relevant information by giving employees access to an up-to-the-minute central source of company boilerplates, metrics, résumés and more. Integration with Microsoft Word and desktop publishing systems ensures that proposals are delivered in a graphical style reflecting your firm's brand. With Vision Proposal Automation, you can focus on perfecting a winning image rather than wasting valuable time searching through dated and irrelevant material.

• Deltek Vision ensures consistency and fast creation of proposals and eliminates cut-copy-paste proposal creation.
• Update content in one place to make it available for all proposals. Vision assures that proposals don't accidentally include outdated and obsolete information culled from older proposals.
• Integration with Microsoft Word and popular desktop publishing systems.

Deltek Vision Services Estimating

Part of winning new business is ensuring that the project and services estimates that you produce are based on a sound analysis of the costs and the margins you are trying to achieve. In addition, managers need a tool to quickly produce accurate estimates and then turn those estimates into active plans once the work had been secured. Deltek Vision's Services Estimating capabilities simplify labor and expense estimating by automatically calculating project costs and margins. Integrated with Deltek Vision's Resource Planning module, approved service estimates are seamlessly converted into an active project plan, thereby reducing input error and improving overall efficiencies.

• Develop forecasts to internally determine project viability. Quickly deliver project estimates in a variety of formats that accurately reflect target revenue and margins.
• Minimize data entry errors and avoid redundancies Simplify estimation-to-planning process.
• Easily analyze projections to determine optimal billing rates.

Deltek Vision Time & Expense Management

• Simplifies the management of complex projects by allowing up to three levels of project structures with user-defined labels to meet individual needs. Levels can be defined at both the global and project level.
• Intuitive data entry to facilitate accounting and financial transactions. Built in checks/balances validate and ensure appropriate account coding. Fully integrated with entire Vision product suite.
• End-to-end tracking from opportunity through project completion. Interactive general ledger reporting provides complete account balance drill-down to reveal underlying transaction detail.
• Provides the ability for users to maintain separate budgets, balance sheets, financial statements, and general ledger reports by any business unit to provide effective financial and resource performance tracking for all areas of the firm.
• Supports hundreds of concurrent users while adaptable to meet the requirements and resources of smaller firms. Universal access and zero-client install ensure that any Web-based user has ‘anytime, anywhere' system access.

Deltek Vision Payroll

Deltek Vision Payroll simplifies every aspect of the payroll process. It increases accuracy, provides flexible payroll processing, generates payroll runs automatically and provides a full range of detailed reports. Payroll is integrated with the other Vision modules, providing smooth and accurate information flows throughout the financial management system.

Support for direct deposit of payroll checks improves process efficiency for direct-deposit resources. The payroll and check processing in Deltek Vision offer the ability to export AP checks and payroll data for printing via a service bureau outside of Deltek Vision. The Payroll Data Export report enables firms to export payroll data into various data formats to verify accuracy and reduce paper waste before final transmission to third party check processing vendors.

• Automatically calculates earnings, company contributions, deductions and taxes.
• Supports all U.S., federal, state, and local payroll taxes.
• Export Vision data directly to ADP ® or Paychex® for processing.
• Shares information with other Deltek Vision modules, including: Financial and Project Accounting, Time and Expense, and Billing for seamless payroll management and reporting.

Deltek Vision Billing

The financial health of your firm relies on timely and accurate billing. Vision Billing supports complex and diverse billing requirements, including time and materials, fee-based and percent-complete billing. Designed for the unique billing requirements of project-based firms, it automatically captures every billable labor and expense transaction, applies rate tables and employee overrides, calculates fees, handles multiple currencies, generates draft and final invoices using the templates and formats of your choice, and manages write-offs and adjustments. Deltek Vision's Billing module automates the end-to-end billing process, improves efficiencies, and helps you maintain a positive cash flow.

• Automatically captures all billable labor and expense transactions, applies rate tables and employee overrides, calculates fees, and generates draft and financial invoices in a variety of templates to improve accuracy and streamline the billing process.

Deltek Vision Purchasing 

Vision Purchasing manages your firm's entire purchasing cycle - simple or sophisticated - while maintaining integration with Financial and Project Accounting and Resource and Project Management modules. It supports the creation and tracking of purchase orders for materials, supplies, capital items and services for both project-related and in-house needs. And by using Vision's built-in workflow and approval features, all purchases can be tracked accurately and efficiently.

For Vision clients that also sell product (e.g., hardware or software), Vision Purchasing includes a feature set for managing inventory. It will track inventory on hand by location, calculate average product cost and will automatically create a purchase order when quantities reach a specified level. When an inventory item is sold, it automates the assignment of units, client charge and cost to the project.

• Track inventory on hand and cost by location and automatically assign cost to projects.
• Manage the complete purchasing cycle in a paperless environment with online, browser-based requisitions, RFQs, purchase orders and receiving.
• Route purchase orders through the appropriate approval channels to ensure a smooth purchasing process and improve efficiencies.
• Management controls designate employee access to each requisition stage during the purchase cycle.
• Share information with other Deltek Vision modules, including ledger, financial reporting, and project control to streamline operations and improve accounting, project, budgeting, and planning data accuracy.

Deltek Vision CRM

Deltek Vision Client Relationship Management (CRM) automates the entire lead-to-execution project life cycle by encompassing all of the tools you need to win new business and strengthen existing relationships. Automate client and contact management, opportunity tracking, marketing campaign management, business development and activity management. Integrate with Microsoft Outlook and Lotus Notes® to facilitate more collaboration throughout the organization. With a single central source of information accessible to everyone in your firm, you are empowering your team to fully leverage their collective knowledge.

• Consistent execution of business development and client relationship management activities across the organization; more satisfied clients; more repeat business.
• Outlook integration means more consistent execution of business development and client relationship management activities across the organization.
• Single database eliminates redundant data entry and maintenance; increases data accuracy-'one version of the truth.’
• Handheld device access offers convenience and leads to more informed users for better decision making.

Deltek Vision Document Management

Meet the challenge of effective collaboration — regardless of where team members are located. Deltek Vision Document Management fosters information sharing by providing a single Web-based document collaboration platform for your team to share. Team members from around the firm and around the world can upload, share, review and edit documents from within Vision using a Web browser. In addition, give purpose and meaning for each document by associating each with clients, projects, employees and opportunities — providing a total knowledge management solution.

• Fosters internal and external information sharing to increase productivity, improve efficiencies, and streamline operations.
• Built upon and integrates with existing deployments of Microsoft Windows Sharepoint Services and is tightly integrated with Windows Server 2003 for maximum performance, stability and security.
• Flexible security model tied to Deltek Vision's robust security system to manage document library user access, and document editing and management rights.
• Store, share, and collaborate on a set of documents for every project, employee, client, contact, opportunity or other key Vision record. Link single document to one Vision record, or to multiple records in multiple Info Centers. 

Providing ‘anytime, anywhere' access, Deltek Vision's new Mobile Applications Suite enables users to enter timesheet and expense reports and access Vision CRM data from mobile devices and laptops whether connected or disconnected from the Deltek Vision database.

Deltek's Mobile Applications Suite improves employee productivity, streamlines the billing process and improves a firm's cash flow by facilitating the accurate and timely collection of project-related costs as they occur.

• Reduces employee downtime and improves productivity.
• Enables “real-time” time and expense collection.
• Streamlines billing to improve overall cash flow.
• Convenient access to Vision CRM data from anywhere anytime.

Deltek Vision Reporting

Deltek Vision's interactive reporting environment allows users to access and analyze data -- from key financial metrics and project analysis to opportunity tracking and resource utilization -- tailoring each report to specific needs. The award-winning system includes more than 200 standard reports ranging from the simple to the sophisticated. This flexible reporting framework makes it easy to configure, preview, print and e-mail reports to share them with others in the firm.

SQL Server Reporting Service (SSRS), is used for all standard and ad-hoc reporting functionality. SSRS is an integrated part of Microsoft’s broader business intelligence (BI) framework that enables seamless integration with .Net, SharePoint 2007® and other tools like Microsoft Excel®.

Vision Reports are offered for all areas of the project-based business lifecycle for analysis and effective decision-making, including:

• Business Development: CRM Reports offer the ability to track marketing campaigns, forecast and track opportunities, as well as profile clients.
• Project Planning: Planning Reports deliver the data and metrics needed to forecast future performance.
• Project Management: Project Reports provide end-to-end information about all aspects of projects currently in your portfolio.
• Accounting: Accounting Reports deliver detailed business activity during any given period.
• Client Billing: Billing Reports supply financial information needed to streamline customer invoicing and manage your cash flow.

Deltek Vision Dashboard

Deltek Vision includes powerful analytics and reporting that provides key stakeholders with real-time metrics that offer visibility into all areas of the organization, plus the capability to drill-down to more detailed information.

• Ability to identify and analyze business trends in specific geographies, markets or disciplines to determine future opportunities and risks
• Point-and-click filtering, including side-by-side comparisons, updated dashboard metrics and interactive drill-down to transaction level details
• Drag-and-drop design tool for easy and economical customization of dashboards
• Save time and money by eliminating custom reports and manual report compilations
• Scalable for all size businesses and easy deployment of mobile dashboards
• Tailored, Role-Based Dashboards

Five pre-configured, role-based dashboards are included with Vision Performance Management. These secure dashboards allow critical information to be distributed and shared; giving your management team and staff the ability to collaborate and make key decisions based on real-time business performance metrics.

• Executive Dashboard – Designed to provide an enterprise-wide view of overall company health.
• Principal Dashboard – Designed for individuals who are responsible for a group of project managers and for the successful delivery of a group of projects.
• Organization Leader Dashboard – Designed for those in leadership roles who are responsible for people, projects and financial performance of their organization.
• Project Manager Dashboard – Focused around individual projects and the performance of a project manager's portfolio.
• Finance Dashboard – Designed to provide a visual view of an income statement or balance sheet with filters by organization, type of account and year - making is easier to compare trends over time and complete comparison analyses of spending to revenue.

Deltek Vision Technology

The innovative Vision technology platform was developed with one driving principal — to streamline IT and business processes. Vision's technology foundation breaks down traditional application boundaries by providing users with universal access to information through an interface that is tailored to your unique business processes. The result is an application people will use because it simplifies their work day through automation, executives and managers will rely on because it effectively delivers timely key performance indicators they need to run the business and will provide IT professionals with scalable technology and tools to adapt and extend the application to meet the firm's unique requirements.

• 100% web-based technology
• Innovative technology foundation built entirely within the Microsoft .NET framework
• SOA and Web Services for customization and integration
• Seamless integration with Microsoft Office
• Mobile Applications for anytime, anywhere access

Configuration versus Customization
Every firm has unique requirements. Deltek Vision was designed to allow firms to easily configure the application to meet these unique requirements without complex coding or costly customization. From configuring screens, reports and terminology to applying role-based security down to the field level, Vision provides the tools to tailor the user experience. The payoff: an application that easily adapts to your business.

Workflow
Think of the complexity of some of your firm's business processes — those that have numerous steps, require coordination between multiple people, departments or offices, and span days, weeks, or months. Each step of the way, the opportunity exists for someone to drop the ball or make a costly mistake. The Deltek Vision Workflow Manager keeps processes on track, automates time-consuming manual tasks, and keeps players informed and involved. The payoff: lower operational costs, greater agility, and quicker response to client needs.

Integration with Other Software and Services
It is critical form firms to be able to leverage their existing IT investments through integration. Deltek Vision's Web Services APIs allow firms to more easily ingrate Vision with other mission critical applications. In addition, Deltek Vision can be extended to interface with other web services that enhance the user's experience. The payoff: Vision can be extended to leverage critical information sources and services for greater efficiency.

Mobile Access
Busy professionals like you tend to be very mobile. For many firms, if employees are not on the road, the firm is not making money. The Deltek Vision Mobile Applications Suite ensures that your employees have access to key information from any Internet connection, an offline edition and on devices that run Microsoft Windows Mobile 5.0 Pocket PC or 6.0 Professional such as the Palm Treo 700W/WX and Sprint’s Mogul by HTC . The payoff: employees have universal access to information from anywhere, anytime.

The Consulting Edition of Deltek Vision is specifically designed to encompass all of the processes within your organization. We help you stop wrestling with disparate tools and non-integrated solutions by giving you a single version of the truth to run your business. Our .NET based architecture delivers a single, web-based solution that can be accessed anytime and anywhere by the mobile workforce. This gives your employees access to the right information to make well-informed decisions and manage engagements successfully.

Winning new business keeps you growing and proper engagement management ensures your long-term success. It is critical you have data and processes that provide clear visibility into all aspects of your service delivery lifecycle. The Consulting Edition of Deltek Vision offers a complete end-to-end solution to help you manage your entire business including:

• CRM
• Service Estimates and Proposals
• Resource Management
• Engagement Management
• Time and Expense
• Billing and Accounting
• Portfolio Analysis and Dashboards

Deltek Vision for Consulting Firms

The AE and Environmental (AEE) services firm is the quintessential project-driven enterprise. The need to manage project time and expenses to a variety of project activities under a number of contractual arrangements creates complex management and operational challenges that Deltek specializes in resolving.

Deltek helps AE firms meet their most pressing challenges, including:

• Capturing, presenting and disseminating meaningful project, financial and marketing information
• Managing resources and controlling costs
• Meeting financial governance standards
• Building the right project portfolio
• Winning new projects
• Driving high and sustainable levels of profitability

Managing the profitability of an agency requires instant visibility into your talent, clients and jobs from anywhere at anytime. Deltek Vision® brings unparalleled focus to the challenges that make agencies unique. This is a revolutionary end-to-end software solution designed specifically for organizations whose people are their biggest asset.

Deltek Vision supports the complete client lifecycle to help you manage and measure all of your critical business functions. Thousands of organizations, ranging in size from 10 employees to global enterprises, rely on Deltek every day to win more business, execute jobs and improve performance. Vision users commonly experience measurable benefits, such as improved employee utilization, streamlined job management and improved profitability.

Deltek Vision for Project Managers

Vision success-enables the management team with tools that help them to be proactive in the meeting their charge to bring projects in on time and on budget. It lays the framework for ensuring consistent project execution across the entire team, helps to put the right people on the right projects, optimizes staff utilization to ensure higher levels of profitability, and provides instant access to project metrics and performance data that guide day-to-day decisions.

Instantly Accessible Data
Vision puts up-the-minute information regarding project budgets, resource utilization, spent-to-date, billed to date, estimate to complete, outstanding AR, and project profitability at the manager’s fingertips from anywhere, anytime. Important reports, metrics and project alerts can be displayed in role based or custom dashboards ensuring easy access to the most critical project information.

Resource Allocation
Vision affords instant visibility into resource commitments across your entire organization so that you know you who is available and when with the skills needed to satisfy project technical requirements. It will help maximize staff utilization for greater profitability.

Integrated Tool Set
Vision integrates all critical business processes for the project-focused firm into one database. Time, expense, cost, billing, and AR data is captured by Vision and made instantly available for use by the Resource Planning module and Vision’s reports, metrics, and alerts. 

Deltek Vision for Accounting Managers 

Vision will address all of your time and expense management, financial management, project accounting, and billing needs with features tailored to the unique requirements—from simple to complex— of the project-focused firm.

Empower the Team with Secure Data Access
Vision puts up-the-minute project, financial and business information at the manager’s fingertips from anywhere, anytime, which leaves accounting more time to focus on other mission-critical tasks.

Accurate, On-Time Billing
Vision helps eliminate the leakage of billable time and expense and captures it to the level of detail that supports project and budget management and contractual requirements. Project invoices are accurate the first time, which shortens the billing cycle and time to payment. With targeted AR aging reports and aging Alerts, the team can stay on top of the collections process helping you get paid more quickly.

Powerful, Integrated Application
The Vision Accounting and Billing feature-set will meet the most demanding requirements of the project-focused firm, which eliminates the need to use work-arounds and outside systems.

Deltek Vision for Marketing Managers

Vision will address all of your time and expense management, financial management, project accounting, and billing needs with features tailored to the unique requirements—from simple to complex— of the project-focused firm.

Single Source of Accessible Data
Vision serves as the single repository for your firm’s marketing data, which can then be used in client relationship management, contact management, opportunity management, and proposal development. By being the single point of entry for this data, it saves time, reduces frustration, and increases data reliability.

Win New Work
Vision provides a framework for building a consistently executed, winning marketing program that is proactive rather that reactive. It will help you win more of the right kind of work and it provides crucial project and marketing metrics that let you measure your success and adjust course quickly.

Build Profitable Relationships
Vision provides a framework for building a client relationship program that will increase client satisfaction, client retention and client referrals and reduce the cost of doing business.

Deltek Vision for the IT Manager

Vision is a built on a foundation of fully supported, contemporary technology. It integrates all critical business processes for the project-focused firm into one database, and paves the way to future growth and higher profitability, fosters team collaboration, increases productivity, helps control costs, and success-enables the team with tools that help them do the job right.

Integrated System
Vision fully integrates all critical business processes for the project-focused firm into one centralized database that can be accessed from anywhere, anytime with a web browser. Its web-based architecture enables all system maintenance to be done at the server level, eliminating the arduous task of maintaining at the workstation level.

Modern Architecture
Vision’s . NET framework and three tier architecture ensure that its technology is among the most contemporary, fully supported technologies on the planet. Additionally, Deltek has deployed the framework in a way that ensures a robust feature-set, optimal performance, and a productive user experience.

Scalability
The Vision feature-set and technology foundation has been built to serve diverse needs of over 12,000 project-focused firms just like yours. You gain the benefit of that experience with a product that will lays a foundation for supporting your most sophisticated and demanding requirements.

Deltek Vision for Owners & Executives

Vision integrates all critical business processes for the project-focused professional services firm, which lays the foundation for future growth and higher profitability, fosters team collaboration, increases productivity, helps you control costs, and success-enables your management team with tools that help them do the job right.

Easy Access to Mission Critical Data
With Vision you will eliminate disconnected and incomplete silos of information and redundant data entry. Reliable up to date information regarding all of your critical business processes will be available from anywhere, anytime. Managers will have anytime, anywhere access to critical project data summarized in informative, easily customizable reports and metrics that meet the unique needs of the project driven firm. It will reduce data maintenance and increase data accuracy.

Utilize Resources Most Effectively
With Vision you will have a framework for understanding where your resources are over and under utilized. You will be able to optimize staff utilization, minimize scheduling conflict, and substantially reduce the potential for missed schedule milestones. You can be proactive rather than reactive in addressing resource management issues, which increases the probability of project success.

Optimize Cash Flow
Vision helps eliminate the leakage of billable time and expense and captures it to the level of detail that supports project and budget management and contractual requirements. Project invoices are accurate the first time, which shortens the billing cycle and time to payment. With targeted AR aging reports and aging Alerts, your team can stay on top of the collections process helping you get paid more quickly.

Create Effective Business Processes
You will have a system’s foundation that will allow you and your team to focus on the challenges of business development, staffing, and project execution, rather than critical business processes that have run amok. This foundation will provide managers the tools they need to properly discharge their responsibilities, will foster collaboration across your enterprise, and will help you ensure consistent execution of your strategic plan.

Drive Accountability Home
Vision ‘success-enables’ managers to run their projects in conformance with company goals. It helps them manage their projects proactively and affords complete visibility into project performance from anywhere, anytime.

Deltek provides many informative data sheets and whitepapers for Deltek Vision.  Click on the link to receive the documents in pdf format.

Product Datasheets

• Vision Brochure 
• Vision 6.0 What's New? 
• Vision CRM 
• Vision Consulting Edition 
• Vision Document Management 
• Vision Financial Management 
• Vision Mobile Applications Suite 
• Vision Purchasing 
• Vision Resource Planning 
• Vision Vision Performance Management 
• VisionXtend 
• Deltek Cyber Recruiter for Vision 

White Papers

• A New Approach to Business and Knowledge Management for Professional Services Firms 
• Achieving High Returns on Investment with Deltek Vision 
• Current Practices and Existing Business Systems in Consulting Firms 
• Deltek Professional Services Automation 
• Overcoming Barriers to Success in Today's Competitive Consulting Market 
• Success Factors for Consulting Firms 
• Using Unlimited Global Currencies with Deltek Vision 
• Vision Document Management Module Technical White Paper 

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